Cherrydale Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Sell	5,613 -71	-1%	-$4.4K	0.12%	51
2025 Q1	$332K	Sell	5,684 -73	-1%	-$4.26K	0.13%	51
2024 Q4	$359K	Buy	5,757 +2,470	+75%	+$154K	0.14%	47
2024 Q3	$205K	Buy	+3,287	New	+$205K	0.08%	62